Step 03 · Quote Details

This screen should capture the customer and work-order information for the full quote, clearly scoped at quote level rather than per door.

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Quote Details
Applies to entire quote
Customer
Imported from appointment
Work Order
Reference + quote name

Quote Details

This section carries forward the existing quote header fields. The main change is conceptual: users should understand this is quote-wide metadata, not door-specific configuration.

Should Stay Stable

  • Customer and work order information
  • Quote naming and identifiers
  • Existing data import from appointment/work order context

Spec Note

Labeling and page structure should reinforce that this information is shared by every line item inside the quote.